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Robertson Stephens - Westport in Westport

Logo from Robertson Stephens - Westport

Opening hours

Monday
09:00 - 17:00
Tuesday
09:00 - 17:00
Wednesday
09:00 - 17:00
Thursday
09:00 - 17:00
Friday
09:00 - 17:00

M-F 9am-5pm, Sa-Su Closed

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Robertson Stephens - Westport Service provider

61 Jesup Road
06880 Westport

Description

The Robertson Stephens Westport office believes wealth management is more than just investments – it’s personal. We aim to transform the wealth management experience by delivering an exceptional client experience and value proposition to each client. Working with high-net-worth and ultra-high-net-worth individuals and families, executives, and entrepreneurs, we serve not only as our clients’ advisor, but as a confidant, tailoring each wealth plan to an individual’s needs, objectives and constraints. Through an integrated wealth management process, our uniquely personal service, financial planning, insurance, estate, and investment management advice helps clients envision and establish their legacy based on their lifestyle.

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© 2024, Wogibtswas / Locabee. All brand names and trademarks are the property of their respective owners. All information without guarantee. Status 24.12.2024 18:19:02

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